U.S. Equity Funds
Stock funds with at least 70% of assets in U.S. stocks are placed in U.S. equity categories.
|
Name
|
Ticker
|
Morningstar Category
|
Fund Size
|
TTM Yield
|
Total Return Rank in Category
3 Year
|
Total Return Rank in Category
5 Year
|
Total Return Rank in Category
10 Year
|
Adjusted Expense Ratio
|
Minimum Initial Investment
|
Share Class Type
|
Investment Status
|
|---|---|---|---|---|---|---|---|---|---|---|---|
| TCW New America Premier Equities N | TGUNX | Large Growth | 187.20 Mil | 0.08% | 24 | 51 | — | 1.180% | $2,000 | No Load | Open |
| Russell Inv Equity Income S | RLISX | Large Value | 186.21 Mil | 1.53% | 58 | 31 | 10 | 0.830% | — | No Load | Open |
| UBS US Dividend Ruler P | DVRUX | Large Value | 183.42 Mil | 2.00% | 37 | — | — | 0.500% | $1,000 | No Load | Open |
| MassMutual Disciplined Gr Adm | MPGLX | Large Growth | 181.90 Mil | — | 30 | 37 | 44 | 0.930% | — | No Load | Open |
| MassMutual Disciplined Gr Svc | DEIGX | Large Growth | 181.90 Mil | — | 29 | 35 | 42 | 0.830% | — | No Load | Open |
| Columbia Disciplined Value Adv | COLEX | Large Value | 181.62 Mil | 1.51% | 11 | 31 | — | 0.720% | $2,000 | No Load | Open |
| Goldman Sachs Concentrated Growth P | GACPX | Large Growth | 179.74 Mil | — | 43 | 34 | — | 0.750% | — | No Load | Open |
| Goldman Sachs Concentrated Growth Inv | GGCTX | Large Growth | 179.74 Mil | — | 43 | 36 | 56 | 0.790% | — | No Load | Open |
| Cambiar SMID Investor | CAMMX | Mid-Cap Blend | 179.39 Mil | 0.66% | 65 | 53 | 49 | 0.930% | $2,500 | No Load | Open |
| Russell Inv Sustainable Equity S | REQTX | Large Blend | 179.36 Mil | 0.55% | 63 | 70 | 61 | 0.830% | — | No Load | Open |
| Lord Abbett Micro Cap Growth F | LFMGX | Small Growth | 179.20 Mil | — | 91 | — | — | 1.120% | — | No Load | Limited |
| Third Avenue Small Cap Value Investor | TVSVX | Small Value | 177.65 Mil | 0.25% | 9 | 30 | 26 | 1.400% | $2,500 | No Load | Open |
| AB Core Opportunities Advisor | ADGYX | Large Blend | 177.60 Mil | 0.39% | 38 | 58 | 31 | 0.880% | — | No Load | Open |
| GuideStone Funds Value Equity Index Inv | GVIZX | Large Value | 177.51 Mil | 1.58% | — | — | — | 0.480% | $1,000 | No Load | Open |
| Glenmede Strategic Equity | GTCEX | Large Blend | 177.08 Mil | 0.40% | 52 | 77 | 48 | 0.860% | — | No Load | Open |
| Royce Smaller-Companies Growth Invmt | RVPHX | Small Growth | 175.67 Mil | — | 77 | 48 | 86 | 1.240% | $2,000 | No Load | Open |
| Royce Smaller-Companies Growth Svc | RYVPX | Small Growth | 175.67 Mil | — | 79 | 52 | 90 | 1.490% | $2,000 | No Load | Open |
| Hodges Small Cap Retail | HDPSX | Small Blend | 175.25 Mil | — | 19 | 11 | 59 | 1.400% | $1,000 | No Load | Open |
| Hodges Retail | HDPMX | Mid-Cap Blend | 174.31 Mil | — | 57 | 19 | 73 | 1.180% | $1,000 | No Load | Open |
| Rydex S&P MidCap 400 Pure Growth H | RYBHX | Mid-Cap Growth | 173.58 Mil | — | 30 | 59 | 98 | 1.550% | $2,500 | No Load | Open |
| Bridgeway Ultra-Small Company Market | BRSIX | Small Value | 173.50 Mil | 0.83% | 99 | 91 | 90 | 0.750% | $2,000 | No Load | Open |
| Diamond Hill Mid Cap Inv | DHPAX | Mid-Cap Value | 172.83 Mil | 0.20% | 77 | 88 | 75 | 1.060% | $2,500 | No Load | Open |
| Advisors Capital US Dividend | ACUSX | Large Blend | 172.42 Mil | 0.17% | 98 | — | — | 1.880% | $2,500 | No Load | Open |
| Bridgeway Aggressive Investors 1 | BRAGX | Large Blend | 171.61 Mil | 0.75% | 90 | 95 | 98 | 0.320% | $2,000 | No Load | Open |
| Vericimetry US Small Cap Value | VYSVX | Small Value | 171.44 Mil | 1.23% | 24 | 23 | 39 | 0.620% | — | No Load | Open |
| Buffalo Growth | BUFGX | Large Growth | 171.18 Mil | — | 49 | 68 | 71 | 0.920% | $2,500 | No Load | Open |
| Baird Small/Mid Cap Growth Investor | BSGSX | Mid-Cap Growth | 170.24 Mil | — | 82 | 68 | — | 1.100% | $2,500 | No Load | Open |
| Voya Mid Cap Research Enhanced Index W | VYMYX | Mid-Cap Blend | 169.33 Mil | 0.86% | 39 | 50 | 72 | 0.700% | $1,000 | No Load | Open |
| T. Rowe Price Mid-Cap Index | TRMNX | Mid-Cap Growth | 168.65 Mil | 0.70% | 52 | 37 | — | 0.270% | $2,500 | No Load | Open |
| Thompson LargeCap | THPGX | Large Value | 168.24 Mil | 0.73% | 85 | 17 | 16 | 0.990% | $250 | No Load | Open |
| Wilshire Large Company Value Invmt | DTLVX | Large Value | 164.72 Mil | 0.51% | 63 | 81 | 88 | 1.290% | $2,500 | No Load | Open |
| Northern Income Equity | NOIEX | Large Value | 163.02 Mil | 1.87% | 19 | 14 | 10 | 0.490% | $2,500 | No Load | Open |
| MoA Mid Cap Value Fund | MAMVX | Mid-Cap Value | 162.70 Mil | 1.14% | 83 | 64 | 57 | 0.700% | $3,000 | No Load | Open |
| AMG TimesSquare Small Cap Growth N | TSCPX | Small Growth | 160.93 Mil | — | 56 | 83 | 69 | 1.190% | $2,000 | No Load | Open |
| Fidelity Women's Leadership | FWOMX | Large Blend | 160.52 Mil | 0.52% | 96 | — | — | 0.680% | — | No Load | Open |
| Goldman Sachs Strategic Growth Svc | GSTSX | Large Growth | 158.93 Mil | — | 63 | 50 | 50 | 1.250% | — | No Load | Open |
| Goldman Sachs Strategic Growth Inv | GSTTX | Large Growth | 158.93 Mil | — | 60 | 41 | 39 | 0.780% | — | No Load | Open |
| Goldman Sachs Strategic Growth P | GSPPX | Large Growth | 158.93 Mil | — | 59 | 39 | — | 0.740% | — | No Load | Open |
| Touchstone Small Cap Value Y | TVOYX | Small Value | 157.79 Mil | 0.56% | 56 | 54 | 80 | 1.150% | $2,500 | No Load | Open |
| T. Rowe Price Small-Cap Index | TRSYX | Small Blend | 156.11 Mil | 1.08% | 91 | 81 | — | 0.290% | $2,500 | No Load | Open |
| Buffalo Dividend Focus | BUFDX | Large Blend | 155.49 Mil | 1.35% | 17 | 43 | 38 | 0.950% | $2,500 | No Load | Open |
| American Century Small Company Inv | ASQIX | Small Blend | 153.88 Mil | 0.41% | 70 | 72 | 86 | 0.860% | $2,500 | No Load | Open |
| Osterweis | OSTFX | Large Blend | 150.32 Mil | 0.57% | 94 | 74 | 96 | 0.970% | $5,000 | No Load | Open |
| Harbor Mid Cap Investor | HMCNX | Mid-Cap Blend | 150.16 Mil | 0.12% | 69 | — | — | 1.240% | $2,500 | No Load | Open |
| GQG Partners US Quality Dividend Inc Inv | GQHPX | Large Value | 149.62 Mil | 2.31% | — | — | — | 0.570% | $2,500 | No Load | Open |
| Paradigm Micro-Cap | PVIVX | Small Blend | 149.50 Mil | — | 70 | 2 | 4 | 1.250% | $2,500 | No Load | Open |
| Johnson Opportunity S | JOSSX | Mid-Cap Blend | 149.39 Mil | — | — | — | — | 1.150% | $2,000 | No Load | Open |
| Tarkio | TARKX | Mid-Cap Blend | 149.22 Mil | — | 98 | 87 | 35 | 1.000% | $2,500 | No Load | Open |
| Hennessy Cornerstone Large Growth Inv | HFLGX | Large Value | 148.77 Mil | 0.90% | 42 | 12 | 18 | 1.280% | $2,500 | No Load | Open |
| Knights of Columbus Small Cap S | KCSSX | Small Blend | 147.33 Mil | 0.70% | 57 | 71 | — | 1.080% | — | No Load | Open |
U.S. Equity Funds - Default List Criteria
This list is limited to US mutual funds that are primarily used by individual or retail investors.